FWM
PFE icon

Frontier Wealth Management’s Pfizer PFE Stock Holding History

Frontier Wealth Management’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$3.34M Sell
63,657
-759
-1% -$38.7K 0.24% 90
2022
Q1 		$3.42M Sell
64,416
-52,168
-45% -$2.71M 0.04% 85
2021
Q4 		$6.88M Sell
116,584
-12,107
-9% -$600K 0.45% 47
2021
Q3 		$5.54M Buy
128,691
+6,237
+5% +$276K 0.38% 54
2021
Q2 		$4.79M Buy
122,454
+12,008
+11% +$467K 0.34% 63
2021
Q1 		$4M Buy
110,446
+628
+0.6% +$22.3K 0.31% 67
2020
Q4 		$4.04M Buy
109,818
+20,847
+23% +$765K 0.33% 61
2020
Q3 		$3.1M Buy
88,971
+18,546
+26% +$650K 0.28% 69
2020
Q2 		$2.19M Buy
70,425
+7,698
+12% +$262K 0.2% 95
2020
Q1 		$1.94M Buy
62,727
+14,685
+31% +$500K 0.32% 83
2019
Q4 		$1.79M Sell
48,042
-8,831
-16% -$315K 0.29% 78
2019
Q3 		$1.94M Buy
56,873
+156
+0.3% +$5.67K 0.29% 77
2019
Q2 		$2.33M Sell
56,717
-143
-0.3% -$5.68K 0.34% 65
2019
Q1 		$2.29M Sell
56,860
-88
-0.2% -$3.52K 0.31% 72
2018
Q4 		$2.36M Buy
56,948
+763
+1% +$31.7K 0.36% 68
2018
Q3 		$2.35M Buy
56,185
+3,805
+7% +$146K 0.22% 74
2018
Q2 		$1.8M Sell
52,380
-822
-2% -$28.1K 0.26% 90
2018
Q1 		$1.79M Buy
53,202
+4,109
+8% +$141K 0.25% 99
2017
Q4 		$1.69M Sell
49,093
-39,942
-45% -$1.36M 0.27% 87
2017
Q3 		$3.02M Sell
89,035
-903
-1% -$29K 0.43% 57
2017
Q2 		$2.87M Sell
89,938
-1,152
-1% -$36.3K 0.44% 62
2017
Q1 		$2.96M Buy
91,090
+4
+0% +$126 0.45% 59
2016
Q4 		$2.81M Buy
91,086
+36,719
+68% +$1.12M 0.46% 63
2016
Q3 		$1.75M Buy
54,367
+1,898
+4% +$63.5K 0.27% 92
2016
Q2 		$1.75M Sell
52,469
-180
-0.3% -$5.75K 0.28% 93
2016
Q1 		$1.48M Sell
52,649
-267
-0.5% -$7.63K 0.12% 102
2015
Q4 		$1.62M Sell
52,916
-875
-2% -$27.5K 0.26% 96
2015
Q3 		$1.6M Sell
53,791
-2,306
-4% -$73.9K 0.25% 99
2015
Q2 		$1.78M Sell
56,097
-13,739
-20% -$448K 0.27% 89
2015
Q1 		$2.31M Buy
69,836
+32,899
+89% +$1.05M 0.37% 51
2014
Q4 		$1.09M Buy
+36,937
New +$1.06M 0.21% 79

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Frontier Wealth Management's PFE Position: Q2 2022 in Review

Frontier Wealth Management reduced its Pfizer (PFE) stake by 1.2% in Q2 2022, selling an estimated $38.7K and leaving 63,657 shares worth $3.34M. The position accounts for 0.24% of the portfolio, ranked #90.

Frontier Wealth Management first reported a position in PFE in Q4 2014 and has held it in 31 quarters since. The position peaked at $6.88M in Q4 2021. 3,160 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

  • Frontier Wealth Management held 63,657 shares of Pfizer worth $3.34M as of Q2 2022.
  • Frontier Wealth Management sold 759 Pfizer shares in Q2 2022, an estimated $38.7K.
  • Pfizer made up 0.24% of Frontier Wealth Management's portfolio in Q2 2022, its #90 holding.
  • Frontier Wealth Management first reported a position in Pfizer in Q4 2014 and has held it in 31 quarters since.
  • Frontier Wealth Management's Pfizer position peaked at $6.88M in Q4 2021.
  • 3,160 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.